Hi,
Can anyone help outline a flow that would allow me to set up a recurring task every fiscal quarter on our client accounts?
Ideally, the tasks would be set up like this (due dates):
- March 30
- June 30
- September 30
- December 30
#Developer Forums #Data Management #Flow #Sales Cloud #Salesforce Admin
Hi ,
Please check this article.
https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000MXNFz
I had a quick question about creating an opportunity in Salesforce. I saw in the training that you can create an opportunity from a "contact," but can you also create the opportunity under "opportunities" and then associate the "contact" back as a certain role later down the line? Please advise - Thanks!
Hello,
I have a validation that im trying to built to prevent users from changing a status to any others.
AND(
recordtype.name = Converted,
Ischanged(status),
TEXT(PRIORVALUE(Status)) = "Closed',
$Profile.Name <> "System administrator"
)
This will work
AND(
$Profile.Name <> 'System Administrator',
RecordType.Name = 'Converted',
ISCHANGED(Status),
TEXT(PRIORVALUE(Status)) = 'Closed'
)
You had System administrator in your Formula, instead of System Administrator
the spelling and upper/lowercase have to be EXACT
Hi,
I'm getting the following error message when I try to complete the challenge for Control Access to Fields?
We can't find that the ‘Manage Job Applications’ permission set grants read and edit object permissions for Job Application
#Trailhead Challenges
Hi ,
Perhaps the checking logic is looking for one or more additional editable fields.
Please refer to this setting
I am trying to report on User work history. The business wants to see how many cases a Human worked and also how long they worked them (total not separate). I am using the Case Lifecycle report because it made the most sense but if I include cases with Status of CLOSED then the duration just keeps increasing. But if I EXCLUDE Status of CLOSED, then I don't get an accurate numbers of total records from that date range.
Hi Michelle, so I dunno why this screenshot didn't post. This is what I was going for
Hi Trailblazers,
I'm hoping someone can shed some light on an issue I'm encountering with a Flow designed for an event signup form.
Goal: The goal is simple: when a user submits the event RSVP form, an autoresponder confirmation email should be sent out immediately.
Problem: I've built a Flow (likely a Form-Triggered Flow in Marketing Cloud Growth,) that triggers on the form submission. However, the 'Send Email' action only seems to work correctly if I place a 'Wait' element before
it, configured for a 24-hour delay.
When I try to set the 'Wait' duration to something minimal like '1 minute', or if I remove the Wait element entirely, the Flow encounters an error and the email doesn't send.
Error Message:
When attempting a shorter wait time, I receive the following error message:
Hello,
I am getting the same error : This action is missing the following dependencies: Add a Wait for Amount of Time element immediately before this element. Set the Amount of Time field to 24 hours or more..
I am experiencing some difficulty getting a roll-up summary field to function correctly.
I created different roll-ups on the opportunity field to show the sum of the sales price of each individual product line item. I have entered the criteria to calculate the sum when the Line Item ID equals the corresponding product. However, even when entering a sales amount, the roll-up always shows $0.
Unfortunately, I believe the only solution for this would be to create a custom text field to add the product name (or some better unique identifier for that particular product, like SKU, or Product Code).
You would then need to create a record-triggered flow that runs whenever an Opportunity Product is created that gets the associated product field value and inserts it into your custom text field.
Then, you can use that custom text field as a filter in the roll up summary.
It's annoying, but you can't use formula fields that lookup to other objects and you can't get the lookup value Id in the roll up summary so this is the only way to get what you need using the out of the box roll up summary field.
Let me know if you have questions!
Error: We've hit a snag.
Please contact support or visit our status page for more information.
#Trailhead Challenges
Hi ,
Please refer to the following. Probably easiest to use a new playground.
Hi! I was using this formula that was validated:
IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 3000, 4, IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 6666.66, 3, IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 16666.66, 2, 1)))
I recently needed to update the parameters and now I'm getting the Incorrect number of parameters error. What am I doing wrong?
IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 2999.92, 5, IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 6666.58, 4, IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 16666.58, 3, IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 49,999.92, 2, 1))))
#Formulas #Reports & Dashboards
It's the comma in 49,999.92
IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 2999.92, 5,
IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 6666.58, 4,
IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 16666.58, 3,
IF(Solution_Tracker__c.Contracted_MRR__c:SUM < 49999.92, 2,
1 ))))